Portfolio Six Updated January 2013

Portfolio Six is the newest portfolio. Portfolio six has been in existence about half a year, with the beneficiary contributing $500 and the trustee contributing $1000, for a total of $1500. The current value of the portfolio is $1585, for a gain of $85. The two stocks in the portfolio are both doing OK, trading above our original purchase price.

We will continue to monitor this portfolio like the others and will build a detailed spreadsheet to track all components next year when there is a second round of investing.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s